Beverly Hills Private Wealth, LLC Vanguard Transaction History

Beverly Hills Private Wealth, LLC

$567 Billion
Q3 2025

A detailed history of Beverly Hills Private Wealth, LLC transactions in Vanguard stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 165,352 shares of VGSH stock, worth $9.71 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

165,352

Previous 176,334 6.23%

Holding current value

$9.71 Million

Previous $10.4 Billion 6.12%

% of portfolio

1.72%

Previous 1.94%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$58.43 - $58.88 $641,678 - $646,620	-10,982 Reduced 6.23%	165,352 $9.73 Billion
Q2 2025 Jul 29, 2025	SELL	$58.32 - $58.95 $205,169 - $207,386	-3,518 Reduced 1.96%	176,334 $10.4 Billion
Q1 2025 Apr 29, 2025	BUY	$58.07 - $58.69 $1.29 Million - $1.31 Million	22,240 Added 14.11%	179,852 $10.6 Billion
Q4 2024 Feb 13, 2025	SELL	$58.02 - $58.88 $1.04 Million - $1.06 Million	-17,954 Reduced 10.23%	157,612 $9.17 Billion
Q3 2024 Nov 12, 2024	BUY	$57.74 - $59.13 $2.66 Million - $2.72 Million	46,028 Added 35.53%	175,566 $10.4 Billion

Q2 2024 Aug 07, 2024	BUY	$57.55 - $58.0 $2.43 Million - $2.44 Million	42,151 Added 48.23%	129,538 $7.51 Billion
Q1 2024 May 08, 2024	BUY	$57.88 - $58.54 $2.53 Million - $2.56 Million	43,779 Added 100.39%	87,387 $5.07 Billion
Q4 2023 Jan 29, 2024	BUY	$57.34 - $58.41 $1.91 Million - $1.94 Million	33,262 Added 321.5%	43,608 $2.54 Billion
Q3 2023 Nov 08, 2023	BUY	$57.47 - $57.91 $594,584 - $599,136	10,346 New	10,346 $596 Million

Others Institutions Holding VGSH

# of Institutions

1,063

Shares Held

268M

Call Options Held

3.3K

Put Options Held

View Full List

About VANGUARD

Ticker VGSH
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Beverly Hills Private Wealth, LLC Vanguard Transaction History